B
UNIVERSAL LIFE INS CO
Rating Date
September 2025
NAIC
Classification
Risk Adjusted
Capital Ratio #1
Risk Adjusted
Capital Ratio #2
Total
Assets
Capital
Net
Premiums
Net
Income
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Major Rating Factors: Good overall capitalization (6.8 on a scale of 0 to 10) based on good risk adjusted capital (severe loss scenario). Nevertheless, capital levels have fluctuated during prior years. Good overall profitability (5.5). Return on equity has been good over the last five years, averaging 11.9%. Fair quality investment portfolio (4.0).
Other Rating Factors: Fair overall results on stability tests (4.5) including negative cash flow from operations for 2023. Excellent Liquidity (7.9).
Stability Factors: F - Negative cash flow. I - Past results on our Investment Safety Index. T - Significant trends in critical asset, liability, income or expense items.
Principal Lines of Business: Other (100%)
Licensed in: PR
Investments
Invested Assets
Cash
CMO & Structured Securities
Other Investment Grade Bonds
Non-Investment Grade Bonds
Common & Preferred Stock
Mortgages in Good Standing
Non-Performing Mortgages
Real Estate
Other Investments
Investments in Affiliates
Corporate Info
Group Affiliation
Universal Ins Co Group
Investment Rating
--
Company Address
Calle Bolivia #33 6to Piso
Guaynabo, PR 00969
Phone Number
(787) 706-7337
NAIC Number
60041
Largest Affiliates
A
Guaynabo, PR - P&C
A
Guaynabo, PR - P&C